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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (22095)	5/5/2000 6:02:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 25814

I would posulate that is exactly why CSCO's margins are so high... they don't! And I would postulate that, for all those rosy 10X revenue growth to happen over the next 10 years, they HAVE to sell to consumers. And once they sell to consumers, their margins will no longer be that high. So, whichever way you slice it, it doesn't look good, given the present levels of valuation. Dipy, you should do a bit more dd on ol' CSCO. I have. Just a look at the price/sales and price/earnings convinced me that I have to keep away from it. I wouldn't bet what direction the stock will take in the next 2 or 3 months or even over a year -- I am not interested in that. But frankly, over the next 10 years, I will be astonished if it outperforms 10-year Treasuries from the current levels of valuation.